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9802 Nicholas Street Suite 315A, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-06-15 |
Branch Locations
9802 Nicholas Street Suite 315A, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keystone Financial Services, Llc | Omaha | NE | 02/2022 | Present |
| Clarkson College | Omaha | NE | 12/2017 | 02/2022 |
| Summitsoft Corporation | Omaha | NE | 03/2015 | 12/2017 |
| I See It Ventures, Inc | Ralston | NE | 06/2011 | Present |
1) I SEE IT VENTURES, INC, NON-INVESTMENT RELATED, 7305 MAIN ST, Ralston, NE 68127, BUSINESS MANAGEMENT, ACCOUNTANT, 06/2011, 8 HRS/MNTH, 0 HRS/MNTH, DOES BOOKKEEPING, PAYROLL AND FILING PAYROLL TAXES 2) KEYSTONE FINANCIAL SERVICES; NOT INVESTMENT RELATED; 9802 Nicholas Street , 315 A, Omaha, NE. 68116; INSURANCE PRODUCER; 1/1/2023; 5 HOURS PER MONTH; HELP CLIENTS MEET LIFE INSURANCE NEEDS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-14 |
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